Mercer Global Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Mercer Global Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.53M	Sell	63,048 -289	-0.5%	-$29K	0.01%	755
2026 Q1	$5.69M	Sell	63,337 -340	-0.5%	-$31.9K	0.01%	716
2025 Q4	$6.01M	Sell	63,677 -1,756	-3%	-$164K	0.01%	657
2025 Q3	$6.05M	Sell	65,433 -40,416	-38%	-$3.59M	0.01%	602
2025 Q2	$9.08M	Buy	+105,849	New	+$8.38M	0.02%	406
2024 Q3	–	Sell	-3,290	Closed	-$247K	–	2001
2024 Q2	$247K	Sell	3,290 -43	-1%	-$3.11K	﹤0.01%	1681
2024 Q1	$242K	Sell	3,333 -30	-0.9%	-$2.07K	﹤0.01%	1683
2023 Q4	$221K	Buy	+3,363	New	+$207K	﹤0.01%	1778
2023 Q3	–	Sell	-3,410	Closed	-$208K	–	2002
2023 Q2	$208K	Buy	+3,410	New	+$197K	﹤0.01%	1721
2022 Q2	–	Sell	-3,208	Closed	-$202K	–	1868
2022 Q1	$202K	Hold	3,208	–	–	﹤0.01%	1726
2021 Q4	$213K	Buy	+3,208	New	+$207K	﹤0.01%	1628

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors's ILCB Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares Morningstar US Equity ETF (ILCB) stake by 0.46% in Q2 2026, selling an estimated $29K and leaving 63,048 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #755.

Mercer Global Advisors first reported a position in ILCB in Q4 2021 and has held it in 11 quarters since. The position peaked at $9.08M in Q2 2025. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Mercer Global Advisors held 63,048 shares of iShares Morningstar US Equity ETF worth $6.53M as of Q2 2026.
Mercer Global Advisors sold 289 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $29K.
iShares Morningstar US Equity ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #755 holding.
Mercer Global Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and has held it in 11 quarters since.
Mercer Global Advisors's iShares Morningstar US Equity ETF position peaked at $9.08M in Q2 2025.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.